2021March05 - Amy met with Jesse/Liisa/Emma.  Jesse says the Search E-resources feature and ERM Comparisons aren't something CUL is using.  eUsage isn't being used either but they want to play with it.  I'm told EDI stuff is part of Organizations and is currently being built out.

ERM Admin supplement

ERM Admin staff will use this set in addition to an acq set and the view-only set.

  • Agreements: Delete agreements
  • Agreements: Edit agreements
  • Agreements: Search & view e-resources
  • Dashboard: Manage dashboard
  • eHoldings: Can create and delete custom packages and titles
  • eHoldings: Can edit providers, packages, titles detail records
  • eHoldings: Can select/unselect packages and titles to/from your holdings
  • Find Agreement Plugin: Search agreements
  • Find License Plugin: Search licenses
  • Licenses: Delete licenses
  • Licenses: Edit licenses
  • Licenses: Search & view licenses
  • Organizations: Interface usernames and passwords: view, edit, create, delete
  • Organizations: View, edit, create
  • Organizations: View, edit, delete
  • Settings (Agreements): Can view and edit general settings
  • Settings (Agreements): Manage agreement supplementary properties
  • Settings (Agreements): Manage pick lists and values
  • Settings (eHoldings): Can create, edit, and view knowledge base credentials
  • Settings (eholdings): Can create, edit, view, and delete access status types
  • Settings (eholdings): Can create, edit, view, and delete custom labels
  • Settings (eHoldings): configure root proxy setting
  • Settings (Licenses): Manage license terms
  • Settings (Licenses): Manage pick lists and values
  • Settings (Notes): Edit and View General settings
  • Settings (Organizations): Can view and edit settings
  • Settings (Tags): Can enable or disable tags for all apps

ERM User supplement

ERM User staff will use this set in addition to an acq set and the view-only set.

  • Agreements: Edit agreements
  • Agreements: Search & view agreements
  • Dashboard: Manage dashboard
  • eHoldings: Can create and delete custom packages and titles
  • eHoldings: Can edit providers, packages, titles detail records
  • eHoldings: Can select/unselect packages and titles to/from your holdings
  • eHoldings: Can view providers, packages, titles detail records
  • Find Agreement Plugin: Search agreements
  • Find License Plugin: Search licenses
  • Organizations: Interface usernames and passwords: view, edit, create, delete
  • Organizations: View, edit, create
  • Organizations: View, edit, delete

Organizations Interface User

Linda Miller works with the Organizations interface.  Perhaps other non-ERM staff will need to do this as well.

  • Organizations: Interface usernames and passwords: view, edit, create, delete
  • Organizations: View, edit, create
  • Organizations: View, edit, delete

EUsage Admin

Jesse Koennecke requested this for some of his staff.  Seems to be new with Kiwi.  3/3/2022

  • eUsage: All permissions
  • Settings (eUsage): Can view and edit settings
  • UI: eUsage module is enabled
  • No labels